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Our Tax Technology Solutions

Cloud based technology designed to drive greater tax function effectiveness and efficiency

Legal Entity Management

A dynamic solution that manages vital company data, documents and organizational relationships.

State Apportionment

A powerful solution to streamline state and city apportionment data and calculations.

Income Tax Provision

A comprehensive income tax accounting solution designed for accuracy and simplicity.

Tax Technology BEYOND the Spreadsheet

Integrated Tax Lifecycle

The Tax Lifecycle is a continuous progression generally started with an enterprise’s annual income tax provision and continuing through the planning and forecasting phases. The process is tied to various regulatory deadlines and must be adhered to.

Tax Lifecycle PROVISION & FINANCIAL STATEMENT AUDIT EXTENSIONS ESTIMATED TAX PAYMENTS TAX COMPLIANCE TAX AUTHORITY AUDITS & DEFENSE AMENDED TAX RETURNS TAX PLANNING & REPORTING BUDGETING & FORECASTING

PROVISION & FINANCIAL STATEMENT AUDIT

At the close of every year and quarter, companies recognize income tax expense or benefit in accordance with FASB Accounting Standards Codification 740, Income Taxes (ASC 740). ASC 740 prescribes the methodology for the recognition, measurement and disclosure of income taxes.

EXTENSIONS

Due to the time constraints endured during the compressed tax accounting close, enterprises generally extend their tax compliance obligations to afford additional time to file income tax returns.

TAX COMPLIANCE

Companies prepare and file their annual income tax returns following a set of jurisdiction-based complex rules and regulations which are subject to ongoing change.

BUDGETING & FORECASTING

Due to the generally large cash outlays required during the tax year, tax obligations should be forecasted to ensure coordination with overall business operations.

TAX AUTHORITY AUDITS & DEFENSE

Tax returns are subject to the scrutiny of the various taxing jurisdictions in which a company operates or may be deemed operating.

TAX PLANNING & REPORTING

As one of the largest expenses on a company’s income statement, income tax planning is necessary to ensure obligations are met without sacrificing tax efficiency.

ESTIMATED TAX PAYMENTS

Companies need to comply with various federal, state, local and country specific rules and regulations to remit estimated tax payments periodically throughout the tax year.

AMENDED TAX RETURNS

Due to a multitude of factors, companies may be required to amend previously filed tax returns that may increase or decrease the amount of tax previously reported.

Latest News

The No. 1 risk to retirement – and one way to guard against it

The No. 1 risk to retirement – and one way to guard against it

Retirees are living longer than ever, increasing the challenge facing financial advisers charged with the responsibility of making sure they don’t run out of funds.

IRS clarifies that Appeals case memos should be shared with taxpayers upon request

IRS clarifies that Appeals case memos should be shared with taxpayers upon request

National Taxpayer Advocate Erin Collins wrote Tuesday in her blog that the IRS reminder of the language in the Internal Revenue Manual is a “meaningful step toward transparency."

AICPA unveils new QM resources to help firms meet Dec. 15 deadline

AICPA unveils new QM resources to help firms meet Dec. 15 deadline

The AICPA updated its SQMS No. 1 practice aid, released a new resource on monitoring and remediation, and is hosting live webcasts to help firms implement the new quality management standards by Dec. 15. Key features of the 2025 practice aid on complying with SQMS No. 1 include expanded discussions, tailored guidance for firms of all sizes, and tools for documentation, evaluation, and effective compliance.

Comfort with crypto: Big North American companies have big plans

Comfort with crypto: Big North American companies have big plans

Nearly one-quarter of CFOs surveyed see their companies using crypto in the next two years and nearly all see crypto in their long-term plans, although the list of concerns remains long.

Billy Long out as IRS commissioner after less than two months

Billy Long out as IRS commissioner after less than two months

Long said Friday on X that he’s leaving the IRS and instead will be nominated to be ambassador to Iceland.

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IRS clarifies that Appeals case memos should be shared with taxpayers upon request

IRS clarifies that Appeals case memos should be shared with taxpayers upon request

National Taxpayer Advocate Erin Collins wrote Tuesday in her blog that the IRS reminder of the language in the Internal Revenue Manual is a “meaningful step toward transparency."

Billy Long out as IRS commissioner after less than two months

Billy Long out as IRS commissioner after less than two months

Long said Friday on X that he’s leaving the IRS and instead will be nominated to be ambassador to Iceland.

No 2025 information return or withholding table changes under OBBBA

No 2025 information return or withholding table changes under OBBBA

The IRS announced Thursday that it is delaying changes to certain information returns, withholding tables, and reporting and withholding procedures until tax year 2026 “to avoid disruptions.”

AICPA presses IRS for guidance on domestic research costs in OBBBA

AICPA presses IRS for guidance on domestic research costs in OBBBA

In its letter, the AICPA said small businesses that have not filed returns for the 2024 filing period face uncertainty about how to treat domestic research and experimental expenditures.

Date to start filing season not set despite IRS commissioner’s comment

Date to start filing season not set despite IRS commissioner’s comment

Commissioner Billy Long said last week that the next filing season would start around Presidents Day, but the IRS said Tuesday that it has not set a date.

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